Sync Finances – ChurchTools Academy

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Sync Finances

People

13

Overview People
Basics
Communication
- How to use e-mail templates?
- How to create a form letter?
Import/Export
- How to import personal data from a file?
- How to import group members?
Settings

Groups

48

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups
- Networking groups with each other
- What is the hierarchy?

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

31

Overview Calendar
Basics
- Why are my past appointments no longer visible in the calendar?
- How to filter for appointment tags?
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to display the info screen on the monitor in our foyer?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

7

Filter options
Overview Events
Administration
- How to create a service?
- Roles and Role categories
Planning Events
- Employee communication at events
- How to use the event chats?
Running Events
- How to run events with an attendee limit

Resources

4

How to create resource types?
Overview of resources
How to limit the display in the booking plan?
How to create resources?

Report

1

Reports

Wiki

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Wiki overview
Editors
- Markdown Editor

Finances

25

Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
- How to export transactions
- How to import account data from a file?
Other
- Principles for proper accounting

Sync

16

DBSync is switched off – What happens next for me?
Basics
Configure Connections
Configure Jobs
Sync Finances
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Sync Finances

Can I synchronize accounting data even though I do not use ChurchTools Finance?

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How do posts differ from chat?
Changelog Web
How to find the sync user’s login token
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How to import data from ChurchTools?

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